Valuation dashboard for Donaldson Company, Inc. (DCI) with P/E 22.16, P/B 5.60, EV/EBITDA 15.1 and dividend yield 1.45%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Industrials companies.
Donaldson Company, Inc. (DCI) is a global enterprise that develops, manufactures, and distributes an extensive range of filtration systems and their corresponding replacement parts. The company's operations are strategically divided into two core business units: Engine Products and Industrial Products.
What would it be worth at its usual multiples?
Versus its usual multiples: fairly priced · Current P/E 22.2× · Multiples range: $99.52 · $100.22.
At the decade median (26.0×) $100 (+17 %); at its sector median (25.9×) $100 (+17 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
Analysis Summary
Donaldson Company, Inc. reported revenue of $3.89B in the most recent fiscal year, growing at a 5-year CAGR of 6.4%. Net income reached $453.8M, with a 9.6% 5-year CAGR.
Trailing-twelve-month margins: gross margin 34.6%, operating margin 15.4%, net margin 11.7%.
At $85.33 (closing price, November 2, 2026), DCI trades at a P/E of 22.16 and an ROE of 27.71%. Market capitalisation stands at $9.9B.
Balance sheet quality for DCI: debt-to-equity ratio of 0.78, current ratio of 2.08 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 22.16 |
| Price / Book | 5.60 |
| EV / EBITDA | 15.1 |
| Dividend Yield | 1.45% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| DCI | Donaldson Company, Inc. | $9.9B | 22.16 | 5.60 | 27.7% |
| CECO | CECO Environmental Corp. | $3.4B | 1.20 | -3.6% | |
| WTS | Watts Water Technologies, Inc. | $11.9B | 31.00 | 5.44 | 18.6% |
| ATMU | Atmus Filtration Technologies Inc. | $3.9B | 18.26 | 8.55 | 54.7% |
| 0YSU.L | Epiroc AB (publ) | SEK 296.9B | 34.30 | 6.80 | 20.4% |
| GEV | GE Vernova Inc. | $228.2B | 22.69 | 20.15 | 85.6% |
| 0KFZ.L | Parker-Hannifin Corporation | $121.6B | 30.47 | 7.21 | 25.1% |
| PH | Parker-Hannifin Corporation | $117.1B | 32.58 | 7.60 | 25.1% |
Price
| Price | $85.33 (closing price, November 2, 2026) |
| Market Cap | $9.9B |
| Exchange | NYSE |
| Country | US |
Profitability
| Return on Equity | 27.71% |
| Return on Invested Capital | 14.29% |
| Return on Assets | 11.38% |
| Gross Margin | 34.64% |
| Operating Margin | 15.44% |
| Net Margin | 11.68% |
Related companies: CECO · WTS · ATMU · 0YSU.L · GEV · 0KFZ.L · PH · EMR
Explore sector: Industrials · Industrial - Machinery
More sections of DCI: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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